With Stocks at Fresh Highs, Investors’ Portfolios Look Alike

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With Stocks at Fresh Highs, Investors’ Portfolios Look Alike
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“This huge world of investible assets has shrunk down to a small cohort,” a strategist at Bank of America Merrill Lynch said of the market’s most crowded trades

A list of the market’s most crowded trades includes Mastercard Inc., Microsoft Corp., Amazon.com Inc., Abbott Laboratories and PayPal Holdings Inc., according to analysts at Bernstein, who tracked institutional ownership, price momentum, earnings forecasts and valuations.

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